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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $483,450 | $82,314+487.3% | $68,808+602.6% | $134,532+259.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.20% | -2.18%-11.0pp | -6.37%-6.8pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,370 | $3,301-58.5% | $2,656-48.4% | $4,741-71.1% |
| Participant deferral / active EE | $12,000 | $4,740+153.2% | $3,942+204.4% | $6,401+87.5% |
| Admin fee / account holder | $16,974 | $6,484+161.8% | $4,936+243.9% | $11,429+48.5% |